See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,982 | $209,411-57.0% | $178,490-49.6% | $158,922-43.4% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 11.28% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,353 | $5,706-76.3% | $5,011-73.0% | $4,761-71.6% |
| Participant deferral / active EE | $1,691 | $5,954-71.6% | $5,202-67.5% | $5,982-71.7% |
| Admin fee / account holder | $8 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |